1. If you decide that you want to create this case for a different customer then click on the magnifying glass next to the Customer Id field

Change Customer ID

2. Select the customer for which this case will be created.

Select new Customer

3. The customer that is selected will be displayed in Customer fields and the Case will be assigned to him.

1. Enter Pan Number, RX number, Shade and Patient Name

General tab on Case form

1. Check On Hold or Canceled checkbox

Change Status

2. Date and Status are automatically populated, Date with current date and status changed based on your selection.

3. Enter Reason for changing case status.

4. Case number will have the status updated right after it will be saved

To add a product to a case you have to make sure that this product is already added to the database. If not please add the product first in Settings . Products section of this application.

1. Click on Add/Edit Products button on Product tab.

New Case form with Products tab selected

2. The Product list form opens with the available Products displayed on the left side.

Product list form

3. Double Click Product in the left panel to add it to this Case.

Product was selected

Note: You can select as many products as you wish. All you need is to double click on the product you wish to add to the case.

4. Click on the selected product and details will be displayed on the lower right panel.

5. Click on the Magnifying glass next to the Teeth Numbers to open Teeth Chart form

Teeth Chart form

6. You can select Single tooth or multiple teeth using the Bridge option.

7. To select teeth click on them in the image. Number of the selected tooth will be displayed on the form lower part and has Remove option to undo the selection.

8. Click Save when done. Teeth numbers are displayed.

Teeth Numbers are added

Note: Quantity is automatically changed when teeth are selected depending on how many are entered. In this case we have a single tooth and a bridge of three teeth so the quantity is set to four.

9. Change Quantity and Unit Price by clicking on More or Less arrows.

Note: Extended represent the Total Price (Quantity multiplied by Unit Price)

10. Select the Discount Checkbox.

Discount applied to the selected product

11. Enter Discount Rate

12. Select between Percentage or Flat Amount

13. Select Reason from the drop down field

Note: The Discount will be set only for the selected product.

14. Click on Save to finalize the process

Products are added to the Case

Note:

- To Edit the Product list follow the above steps. You can modify the product list by adding or deleting products, or you can modify a selected product details by changing quantity, unit price or adding/removing Discount . You cannot make changes on  Product Name, Description or Extended fields.

- To Delete a product you need to click on the Recycle Bin icon in front of the product that will be deleted and confirm your choice. You can do this in the Products tab of the New Case form, or also in the Add/Edit Product form.

1.Click on Add/Edit Enclosures button on Enclosures tab.

New Case form with Enclosures tab selected

2. The Case Enclosures form is displayed.

Case Enclosures form

3. Enter Enclosure -select one of the available enclosures from the drop down list

4.Enter Quantity - manually enter how many selected enclosures you wish to order.

5. Enter Notes - type in any necessary information

6. Click on Save to finalize the process

Enclosures are added to the Case

Note:

- To Edit the Enclosures list follow the above steps. You can modify the enclosures list by adding or deleting enclosures, or you can modify a selected enclosures details by changing quantity or notes .

- To Delete an Enclosure you need to click on the Recycle Bin icon in front of the enclosure that will be deleted and confirm your choice.

Every product offered to customers has a certain price. This is the Unit Price entered on Product form when the product is added to the application. The product price can be changed when the product is added to a case. There is also the possibility to offer promotional prices to certain customers, known as Discounts.

Discounts can be applied

Note:

- Discounts may be applied as a percentage or as a fixed value that will be decreased from the initial price of the product.

- Selected Discount value will be applied to all products and will overwrite the individual discount values set for products if there were any.

1. Click on Discount tab. Is the second tab on the top of the Add New Case form.

Discount applied to all case products

2. Select the Discount Checkbox.

3. Enter Discount Rate

4. Select between Percentage or Flat Amount

5. Select Reason from the drop down field

Note: The Discount will be applied to all products added to the case

6. Click Save

1. Click on Case Notes tab

Case Notes that will be printed on Workorder

2. Enter text in Workorder Notes field. These Notes will be printed on the Workorder.

1. Having the case created select in in the Cases form grid.

2. On call Notes related to the selected Case click on Add Call

Add Call notes to a case

3. Phone Calls and Notes form opens and has Case Patient Information populated by default.

Call form with case number populated

4. Enter specific information such as Call Type, Description, Talk(ed) to, Status and any other notes you wish to have logged in the database.

5. Click Save. Created call is displayed on the Cases form when the corresponding case is selected and also on Calls and Notes form.

To find out more about Calls and Notes please see this topic.